Join Shaw and Partners’ GP Wealth team as we host Tim Cooper, Co-Founder and Managing Partner of Five V Capital, for an exclusive Boardroom Lunch event. Learn about Five V’s investment approach in Australia’s private equity space, including how they partner with high-growth businesses and scale standout companies like BioPak and Finder. Gain insights from one of Australia’s top mid-market investors with over $1.5 billion in assets under management.
Join us as we explore commercial investment opportunities with Elanor, one of the nation’s leading commercial property managers, and learn from Barwon, one of the markets leading property credit funds.
Elanor will share their investment approach in identifying and acquiring underappreciated yet high quality commercial property assets and leveraging their expertise in unlocking value that deliver superior risk adjusted returns for investors.
Barwon will provide valuable insight into their First Mortgage Fund that taps into the property debt sector, a sector that has seen significant growth in recent years and been able to provide stable returns relative to other property sectors. The Fund generates returns from debt facilities provided to Australian real estate secured with a registered first mortgage status.
Matt Healy, Elanor Investors Group, Head of Retail, Development and Mixed Use
Amneet Dari, Elanor Investors Group, Co-Head of Industrial & Logistics
Jonathon Pullin, Barwon Investment Partners, Head of Property Finance & Partner
After one of the most aggressive rate hiking cycles in recent history, fixed and floating rate securities have regained popularity, now offering investors highly attractive yields with relative downside protection.
Given the attention in this space, many of our clients are looking for guidance on the credit market outlook and seeking advice on how to capitalise on the potential benefits credit is now offering.
Steve Anagnos, Co-Head Income Strategies at Shaw and Partners
Mathew Macreadie, Executive Director Credit Strategy and Portfolio Management at Income Asset Management
Josh Mannning, Founder, Portfolio Manager and Investment Committee Member at Manning Asset Management
Global Equities update from Jonathan Rawicz, EFGAM’s Senior Portfolio Manager for the Global Equity Conviction Fund
Jonathan is responsible for managing AU$4bn in FUM. He has provided a portfolio update, discussed risk/reward compared to peers and the implications for Growth/Quality/Value styles in a hard or soft landing scenario. Jonathan will finish by explaining why you should invest in his strategy now.
With markets continuing to digest the collision of inflation, interest rate rises and slowing growth we have seen elevated volatility and also opportunity starting to become evident. Shaw and Partners Chief Investment Officer Martin Crabb provides an update on markets, portfolios and also opportunities in the market place.
